Investor Presentation
Global Wealth Management
Strong investment performance, increasing scale
•
•
•
Market-Leading Capabilities
Award-Winning Investment Management
Scotia GAM won with 38 FundGrade A+ Awards¹
Dynamic Funds ranked #1 among independent mutual fund
companies, for 5-year returns
#2 in Retail Investment Fund Assets in Canada
Chile Asset Management received 5 mutual fund awards
"Premios Salmon"
O
1st place in US Equities, Balanced Aggressive, and
Moderate Balanced categories
○ 2nd place in Scotia Conservative Balanced, and
•
Tailored Advice
Scotia Wealth Management 2022 Global Finance Awards: Best
Private Bank in Canada; and Best Private Bank for Net Worth
between $1MM and $24.9MM (GLOBAL CATEGORY)
Scotia iTRADE ranked #1 overall among the Big 5 Banks in the
2021 Surviscor Canadian Online Brokerage Ranking for best
overall online experience
Largest Private Investment Counsel business in Canada (SWW,
MD, JFL)
Debt <90days in USD categories
AUM
+14%
CAGR
AUA
+10%
CAGR
346
597
207
403
2017
2021
2017
2021
1Includes 5 Dynamic Active ETFs. 1832 Asset Management L.P. assumed full operational and investment management responsibilities of these Dynamic Active ETFs from BlackRock Asset
Management Canada Limited (BlackRock Canada) on December 3, 2021. Prior to that time, they were managed by BlackRock Canada and invested in selected Dynamic Funds
37
37View entire presentation